Talent.com
No longer accepting applications
Relationship Manager

Relationship Manager

360 ONE WealthVadodara, Gujarat, India
6 days ago
Job description

Role Overview :

An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Key Responsibilities :

  • Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
  • Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
  • Facilitate digital onboarding and guide clients through their digital investment journey
  • Deepen client relationships to increase wallet share and long-term engagement

Requirements :

  • 5+ years of experience in private banking or wealth management
  • Strong product knowledge and understanding of HNW client needs
  • Excellent communication, relationship management, and advisory skills
    • Create a job alert for this search

    Relationship Manager • Vadodara, Gujarat, India

    Related jobs
    • Promoted
    Relationship Manager

    Relationship Manager

    AAA Globalnadiad, gujarat, in
    Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 1 day ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutnadiad, gujarat, in
    Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. Drive remittances across all managed and s...Show moreLast updated: 6 days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqnadiad, gujarat, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 6 days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdvadodara, gujarat, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 6 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialIndia, Vadodara
    HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd.The company offers a wide range of financial management solutions, including Home Loans, Life Insurance, and General Insurance.HDFC Sales...Show moreLast updated: 3 days ago
    • Promoted
    Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

    ConfidentialNadiad, India
    We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients,...Show moreLast updated: 10 days ago
    • Promoted
    Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager

    Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager

    ConfidentialVadodara, India
    Relationship Manager - NR-RETAIL NR-Regional sales.Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank.Meeting monthly acqu...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    AideWiser SolTekAnand, Republic Of India, IN
    Relationship Manager / Wealth Manager.Santhome, Chennai – 2 Positions.Mumbai – 1 Position (Office to be finalized within a couple of months from the candidate’s joining. .Acquiring customers for Mut...Show moreLast updated: 1 hour ago
    • Promoted
    Senior Relationship Manager - All

    Senior Relationship Manager - All

    ConfidentialAnand
    Build and maintain strong relationships with clients.Understand client needs and suggest suitable solutions.Handle client queries and solve problems quickly. Work closely with internal teams (sales,...Show moreLast updated: 30+ days ago
    • Promoted
    Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales

    Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales

    ConfidentialVadodara, India
    Business Relationship Manager WC-Alternate Channel-Sales.Job Role : Business Relationship Manager.Manage and service existing portfolio of WC clients including renewal and enhancement of limits.Buil...Show moreLast updated: 10 days ago
    • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    ConfidentialVadodara, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show moreLast updated: 10 days ago
    • Promoted
    Relationship Manager - Affluent-AFFLUENT-Relationship Manager

    Relationship Manager - Affluent-AFFLUENT-Relationship Manager

    ConfidentialVadodara, India
    As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients.This role demands a deep u...Show moreLast updated: 5 days ago
    • Promoted
    Jainam - Relationship Manager

    Jainam - Relationship Manager

    Jainam Broking LimitedVadodara, India
    Role Overview : As a Relationship Manager, you will be responsible for leading a team of Branch Relationship Managers (RMs), driving revenue targets, managing client portfolios,...Show moreLast updated: 30+ days ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    ConfidentialVadodara, India
    We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening e...Show moreLast updated: 6 days ago
    • Promoted
    Branch : Relationship Manager - Priority Banking

    Branch : Relationship Manager - Priority Banking

    ConfidentialVadodara, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutvadodara, gujarat, in
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 6 days ago
    • Promoted
    Global Customer Relationship & Sales Manager

    Global Customer Relationship & Sales Manager

    Yajur Knowledge Solutionsvadodara, gujarat, in
    What if your next role gave you a front-row seat to the global deal-making world.M&A advisors, and private equity funds… all while based in India?. We’re a fast-growing global advisory platform blen...Show moreLast updated: 2 days ago